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31 March 2021
While Chinese equities have indeed recovered from the troughs of the pandemic, uncertainties remain—from U.S.-China tensions to the rollout of the vaccine. This article discusses the risks and opportunities shaping the space today.

European equities delivered positive returns in February 2021 and turned around the downtrend in January resulted from heightened pandemic worries. The roll-out of COVID-19 vaccines, hopes for additional fiscal stimulus in the US, strong corporate earnings and improving economic data buoyed equities, despite a rise in bond yields triggered by higher inflation expectations.

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